Senior Financial Analyst

Gateway Foundation•Chicago, IL

8d•Hybrid

About The Position

The Senior Financial Analyst serves as a strategic business partner responsible for transforming financial, operational, workforce, and business data into actionable insights that support organizational decision-making and performance improvement. This role combines financial planning and analysis (FP&A), business intelligence, forecasting, reporting, and data analytics to help leaders make informed decisions that advance organizational goals. The ideal candidate is a highly analytical professional who leverages technology, automation, and data-driven methodologies to improve financial performance, forecasting accuracy, operational efficiency, and overall business effectiveness.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, Information Systems, or a related field.
Minimum of 3-5 years of experience in financial planning and analysis, finance, reporting, business analytics, or decision support.
Advanced proficiency in Microsoft Excel, including financial modeling and analysis.
Experience utilizing reporting tools, data analytics platforms, automation solutions, or AI-enabled technologies to improve business processes and decision-making.
Strong analytical, problem-solving, organizational, and communication skills.
Ability to manage multiple priorities and work effectively across departments.

Nice To Haves

Experience in healthcare, behavioral healthcare, nonprofit, or human services organizations.
Experience with ERP systems, Power BI, Power Query, SQL, Tableau, Copilot, ChatGPT, Claude, workflow automation, predictive analytics, or similar tools.
Experience developing dashboards, KPIs, data governance processes, and reporting solutions.
MBA, CPA, CMA, Power BI Certification, Data Analytics Certification, or other relevant professional credential.
Knowledge of data quality, reporting controls, and performance measurement methodologies.
Ability to utilize technology and emerging tools responsibly while maintaining data integrity and confidentiality.

Responsibilities

Lead annual budgeting, forecasting, long-range financial planning, and scenario modeling activities.
Develop, maintain, and enhance financial models to support decision-making.
Conduct variance analyses and identify key financial and operational performance drivers.
Perform pricing, contract, and strategic financial analyses to support organizational initiatives.
Monitor financial performance and provide recommendations to improve outcomes.
Serve as a trusted advisor to executive leadership, directors, managers, and operational teams.
Partner with business leaders to evaluate financial performance, operational effectiveness, and strategic opportunities.
Translate complex financial and operational information into meaningful recommendations.
Support organizational planning efforts through data-driven analysis and strategic insight.
Develop key performance indicators (KPIs), dashboards, scorecards, and management reporting tools.
Analyze financial, workforce, operational, and service delivery data to identify trends, risks, and opportunities.
Create executive-level reports, presentations, and financial summaries.
Present analytical findings in a clear and concise manner to both financial and non-financial audiences.
Utilize approved analytics, reporting, automation, and AI-enabled tools to enhance reporting and decision support processes.
Identify opportunities to automate recurring reporting, data preparation, reconciliation, and analytical workflows.
Support reporting and business intelligence platforms, including ERP systems, Power BI, SQL-based reporting tools, and other approved technologies.
Ensure data accuracy through validation, reconciliation, documentation of methodologies, and adherence to data governance standards.
Identify and implement opportunities to improve financial, analytical, and reporting processes.
Participate in cross-functional initiatives designed to enhance organizational performance and operational efficiency.
Support grant budgeting, contract analysis, funding proposals, and other strategic projects.
Stay informed on industry trends, emerging technologies, analytics practices, and finance transformation initiatives.

Benefits

Medical, dental, and vision insurance for employees and dependents
Employee wellness program promoting health and fitness and offering cash-saving premiums
Employee assistance programs focused on mental health
403(b) Retirement Plan with 3% employer match
Short-term and Long-term Disability and Life and AD&D Insurance paid for by Gateway
Flexible Spending Accounts for medical and dependent care
Public Service Loan Forgiveness (PSLF)
18 paid time off days per year – accrual rates increase with years of service
9 paid company holidays
Training & Development Programs
Tuition Reimbursement - up to $5,250 per calendar year
eLearning access to online courses that provide CEU’s and job-related training
Clinical Supervision: Formal and informal guidance